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Modern Wealth Management, LLC: QUAL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Modern Wealth Management, LLC on QUAL, newest first. How the timeline and the estimate are built.

Modern Wealth Management, LLC held 332,275 QUAL shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 332,275 shares
    Change vs previous 13F -121,769 shares

    0.87% of the 13F portfolio, value $72,911,074.

    13F-HR 0002001900-26-000007 filed by Modern Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 454,044 shares
    Change vs previous 13F -126,735 shares

    1.5% of the 13F portfolio, value $87,526,003.

    13F-HR 0002001900-26-000006 filed by Modern Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 580,779 shares
    Change vs previous 13F +69,615 shares

    2.1% of the 13F portfolio, value $115,354,406.

    13F-HR 0002001900-26-000001 filed by Modern Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 511,164 shares
    Change vs previous 13F +190,460 shares

    1.97% of the 13F portfolio, value $99,421,304.

    13F-HR 0002001900-25-000023 filed by Modern Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 320,704 shares
    Change vs previous 13F +18,185 shares

    1.46% of the 13F portfolio, value $58,631,094.

    13F-HR/A 0002001900-25-000022 filed by Modern Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 302,519 shares
    Change vs previous 13F +122,035 shares

    1.65% of the 13F portfolio, value $51,697,460.

    13F-HR/A 0002001900-25-000019 filed by Modern Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 180,484 shares
    Change vs previous 13F +15,686 shares

    1.2% of the 13F portfolio, value $32,140,641.

    13F-HR/A 0002001900-25-000017 filed by Modern Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F/A 164,798 shares
    Change vs previous 13F not available

    1.81% of the 13F portfolio, value $29,548,294.

    13F-HR/A 0002001900-25-000015 filed by Modern Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).